Portfolio Construction

Portfolio Construction

AustralianSuper poised to expand offshore

AustralianSuper chief executive Ian Silk aims to capitalise on foreign opportunities by having more people on the ground in major markets to identify deals earlier.

Elizabeth FryJune 2, 2019

Portfolio Construction

FIS: Total portfolio management

Total portfolio management is a portfolio completion strategy and all large asset owners should be looking to manage their portfolios this way, a panel at the Fiduciary Investors Symposium said.

Amanda WhiteMay 22, 2019

Future Find CIO Raphael Arndt (Pic: Nicole Cleary)

Portfolio Construction

Future Fund’s Raphael Arndt: Portfolio of the future

Raphael Arndt sees a time on the not-too-distant horizon when the assumptions that have shaped investment strategy will no longer hold true.

Alice UribeJanuary 7, 2019

Pendal Group's Michael Blayney (Photo: Matt Fatches)

Portfolio Construction

Total-portfolio works best when it’s the real thing

Total-portfolio strategies can provide a more clear view of how assets interact within a fund – provided managers adhere to mandates .

Rachel AlembakisJanuary 2, 2019

Portfolio Construction

Portfolio construction around themes not sectors

Narratives and themes should replace GICS sectors and asset classes as the basis for building portfolios, Newton’s Curt Custard has said.

Rachel AlembakisOctober 8, 2018

Portfolio Construction

Don’t risk your reputation, check your portfolio

In this Q&A, First State Super head of corporate affairs Michael Baldwin has guidance for those looking to spread their fund's good name.

Alice UribeSeptember 6, 2018

Portfolio Construction

Portfolio managers pressed as diversifiers move in step

Optimisation models are looking underwhelming as equities and typically uncorrelated assets keep rising together, Cambridge Associates says.

Meredith BoothAugust 28, 2018

Portfolio Construction

Portfolio complexity can hurt performance and culture

Clearing complexity out of a portfolio is particularly challenging in tough markets but it pays off in more ways than one.

Jean-Paul PelosiJune 1, 2018

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